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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,453 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,542 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,180 | $43,999-51.9% | $79,467-73.3% | $55,725-62.0% |
| Participation rate | 95.5% | 66.9%+28.6pp | 73.3%+22.1pp | 70.9%+24.6pp |
| Annual return | 13.95% | 1.81%+12.1pp | 718.30%-704.4pp | 244.93%-231.0pp |
| Employer contribution / active EE | $1,549 | $1,830-15.3% | $2,800-44.7% | $2,078-25.5% |
| Participant deferral / active EE | $3,231 | $2,538+27.3% | $3,704-12.8% | $3,356-3.7% |
| Admin fee / account holder | $106 | $118-9.4% | $5,104-97.9% | $115-7.5% |